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Getting the Balance Right

by Bob Blurton February 4, 2022 No Comment

I recently reviewed some key metrics of a financial planning practice. The Principal has reached out for help. He feels

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Virtual General Manager for Financial Planning Businesses

by Bob Blurton August 25, 2021 No Comment

The demands of Financial Planners in running their own business and attending to their client needs have never been greater.

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COVID 19 exposes lack of Accountability!

by Bob Blurton June 9, 2020 Comments off

It is interesting that through the Covid 19 work from home period the issues of productivity and accountability have emerged

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  • Getting the Balance Right
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Recent Posts

  • People, Processes and Profit
  • Getting the Balance Right
  • Virtual General Manager for Financial Planning Businesses
  • Lifting the Fog of Change
  • Challenges for Sole Practitioners

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